Legal Representation
Attorney
Christine McLeod
USPTO Deadlines
Application History
22 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Aug 18, 2025 | RCSC | S | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | Loading... |
| Aug 11, 2025 | RCCK | S | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | Loading... |
| Feb 10, 2025 | RCSC | S | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | Loading... |
| Jul 31, 2024 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Jul 31, 2024 | GNSL | F | LETTER OF SUSPENSION E-MAILED | Loading... |
| Jul 31, 2024 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Jun 30, 2024 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jun 30, 2024 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jun 30, 2024 | ERSI | I | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | Loading... |
| Feb 12, 2024 | RCSC | S | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | Loading... |
| Aug 7, 2023 | GNS3 | O | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | Loading... |
| Aug 7, 2023 | GNSL | S | LETTER OF SUSPENSION E-MAILED | Loading... |
| Aug 7, 2023 | CNSL | R | SUSPENSION LETTER WRITTEN | Loading... |
| Jul 18, 2023 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Jul 17, 2023 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Jul 17, 2023 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Jun 27, 2023 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jun 27, 2023 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 27, 2023 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 26, 2023 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Sep 19, 2022 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Sep 17, 2022 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 009
Downloadable publications and e-books in the field of financial and retirement planning for individual consumers
First Use Anywhere:
Jun 30, 2017
First Use in Commerce:
Jun 30, 2017
Class 035
annuity sales promotion for individual consumers; sales promotion of insurance for individual consumers in the fields life insurance policies and annuity contracts for others
First Use Anywhere:
Jun 30, 2017
First Use in Commerce:
Jun 30, 2017
Class 036
Financial services, namely, wealth management services for individual consumers; financial retirement plan consulting services for individual consumers; financial risk management and consultation services for individual consumers; Annuity consulting for individual consumers; Estate planning for individual consumers; Long term care planning, namely, long term care financial planning for individual consumers; Financial planning for individual consumers; Financial planning for retirement for individual consumers; Insurance consultancy in the fields life insurance policies and annuity contracts for others namely, for individual consumers; Investment advisory services for individual consumers; Investment management and account administration for individual consumers; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others, all the foregoing for individual consumers; Providing information and advice in the field of finance, financial investments, insurance, annuities, and the financial aspects of retirement, all the foregoing for individual consumers; Providing financial information via a website for use by and directed to individual consumers and excluding the provision of software products or services
First Use Anywhere:
Jun 30, 2017
First Use in Commerce:
Jun 30, 2017
Class 041
Education and entertainment services provided via a website, blog, social media, non-downloadable publications, radio, and podcast, namely, providing classes in the field of financial and retirement planning directed to individual consumers; Production and distribution of an ongoing radio show and podcast in the field of financial and retirement planning directed to individual consumers; Arranging and conducting of seminars and workshops in the field of financial and retirement planning directed to individual consumers; all the foregoing excluding the field of software products or services
First Use Anywhere:
Jun 30, 2017
First Use in Commerce:
Jun 30, 2017
Classification
International Classes
009
035
036
041
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"